Liberty Wealth Strategies

09/03/2026

🎓 An Interview with Ethan Pievach

As Ethan heads back to Miami University of Ohio to finish his senior year, we’re taking a moment to reflect on his time with Liberty Wealth Strategies.

We’ve enjoyed having Ethan on our team and watching him grow both personally and professionally. We’re excited to see what’s ahead for him!

🎥 Take a moment to watch our interview with Ethan and hear about his experience with Liberty Wealth Strategies.

Good luck with your senior year, Ethan!
We’re cheering you on! 👏

09/01/2026

September is College Savings Month, and it's a good time to think about what you want your child's future to look like. Every family's situation is different. If you have questions about what college savings options might make sense for your household, reach out. That's exactly what we're here for.

08/10/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

08/05/2026

Wondering what happened in the markets during the second quarter—and what it could mean for your investments? We've put together a clear, easy-to-read Second Quarter Market Summary that breaks down the key events, market performance, and important trends every investor should know. 📈 Read the Q2 Market

Here's why we're not getting carried away

08/03/2026

📝✨ August is Make-A-Will Month! ✨📝

In that spirit, we're raising awareness about the importance of creating a will. Now is the perfect time to have your wishes clearly outlined. Or if you have a will, August is a great time to review it and see if it remains aligned with your wishes.

Creating a will isn't just about assets; it's about leaving a legacy, making your intentions known, and thinking about your loved ones' future.

Here are a few reasons why having an up-to-date will is essential:
Your Loved Ones: Outline how you want your family to be cared for, especially any children under 18.
Manage Conflicts: Clear instructions can help during disputes and misunderstandings.
Your Legacy: How will your assets, possessions, and digital presence be distributed and managed?
Have Your Affairs in Order: Comfort for you and your loved ones.

Let's make this month count by taking steps towards your future! Have you already started? Share your thoughts and experiences in the comments below. 👇💬

📜🔒

07/31/2026

Today, on National Intern Day, we want to recognize someone who has made a tremendous impact on our team—Ethan.

From day one, Ethan has brought an incredible work ethic, genuine curiosity, and a passion for the wealth management industry that's hard to teach. He doesn't just complete tasks... he looks for ways to improve processes, support our clients, and add value wherever he can.

What started as an internship has quickly evolved into Ethan becoming a key player at Liberty Wealth Strategies. His commitment to learning, professionalism, and desire to serve others have made him an important part of our firm's success.

The future of our profession is bright with young professionals like Ethan stepping up. We can't wait to see what the future holds for you!